In return, those advisers would agree not to
solicit other clients from their old shop to join their new firm unless it was compensated for the loss of business.
The lawyer then
solicited other clients, getting them to provide him with a loan to pay the Nigerian tax bill in exchange for a piece of the lawyer's cut of the inheritance.
Not exact matches
However, NextOption was placed on our blacklist, and so we encourage forex traders to avoid them and prefer
other trusted brokers, principally because we have seen strong evidence of them having involved in
soliciting clients through frosty calling and spam e-mails.
Unlike
other top freelancers, he has never had an agent, never had an account executive
soliciting clients, and never outright advertised in industry trade journals to obtain
clients — instead relying on his authority marketing fueled system!
Among
other things, he unlawfully
solicited and obtained
client referrals worth millions of dollars in exchange for SILVER's official acts, and attempting to disguise this money as legitimate outside income earned from his work as a private lawyer.
M Fund does not
solicit or make its services available to the public or
other advisory
clients.
This information helps us serve you better by enabling us::: to process and fulfill your requests for products and services:: to
solicit your opinions and
other feedback:: to conduct research:: to customize the advertising and content you see:: to provide anonymous reporting for internal and external
clients
In fact, lawyers who
solicit and utilize
other marketing techniques and alternative billing arrangements may find many disenchanted
clients of
other firms receptive to the idea of changing lawyers.
Unlike
other personal injury lawyers who use their blogs solely for
soliciting clients, Turkewitz covers a wide range of topics.
We assist
clients in preserving the confidentiality of trade secrets,
client lists and
other proprietary information through confidentiality agreements and covenants not to compete or
solicit.
(a)
Solicit or accept a referral fee from another licensee in exchange for directly or indirectly encouraging or otherwise arranging for a
client to retain the
other licensee to receive legal services with respect to a personal injury claim; or
And as with its
other obligations to facilitate a prompt transition of the
client's matter to meet the
client's wishes, the prior law firm may not delay or impede the transfer of the
client's file once it receives (whether
solicited or not] the successor lawyer's «letter of protection.»
Protecting trade secrets,
client lists and
other proprietary information through confidentiality agreements and covenants not to compete or
solicit
Among
other responsibilities, Catherine meets with
clients to
solicit their feedback and works with the firm's
client relationship partners and teams to help deliver value added services.
How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: 334-215-3706 Cell Phone: 334-233-2631 Fax: 334-273-0477 E-mail:
[email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at
other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to
clients and referring attorneyso Contacted
clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed
clients in person (at state facilities) and over the phoneo Worked with
clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our
client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo
Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request
Brand Marketing and Promotional Design — Selected Duties and Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while developing brand promotion strategies through the tactical assessment and analysis of target markets,
clients, and consumers Manage all aspects of publication and promotional media design, including content development, pre-promotional material utilization, budgetary considerations, and deadline adherence Monitor all campaigns from initiation to completion, executing changes and modifications as needed to ensure program success Provide guidance and leadership with respect to marketing campaign strategy development, benchmarking, implementation, post-execution analysis, theme development, and process optimization Measure the success of marketing initiatives using data and related key metrics, ROI considerations, and related data, ensuring the maximization of competitive abilities while providing regular and ad - hoc reporting to both and
clients Partner with advertising operations and
other teams as needed to troubleshoot delivery issues and optimize campaign performance within the limits of available material and resource inventories as well as related logistical concerns Utilize talent among team with focused collaboration and the promotion of a performance - based environment leveraging individual talents for group benefit,
soliciting creative materials from internal teams and external agencies per established specifications Screen and test submitted materials to ensure compliance with technical considerations and
client specifications Address key
client queries and resolve them in an expedited manner while communicating status updates across all teams, promoting sustained revenue growth through
client retention, relationship development, and program success Meet and exceed all marketing targets while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, and the respective marketplace, including pricing and regulatory trends,
client requirements, competitor strategies, and product growth Act as a liaison between
clients, vendors, sales and support staff, and executive management to ensure
client satisfaction, timely implementation, and operational efficiency
If
Solicited Attorney runs up against Expert in another case, after they have established a «cross-referral professional relationship» and formal or informal «working partnership» (the formal kind is of dubious legal ethicity because of the inappropriate feeder of referrals in exchange for indirect compensation), and have «mutual» cases pending,
Solicited will have a very difficult time shredding Expert or Expert's testimony when that is required in another case, or filing a complaint against him, if necessary, because that would place
Solicited's
other clients» pending cases at risk.
3.12 Does not
solicit the
clients of
other therapists, nor from agencies or institutions with whom they work.
The American Psychological Association's Ethics Code states under Principle 5.05 that it is unethical for psychologists to
solicit testimonials: «Psychologists do not
solicit testimonials from current therapy
clients / patients or
other persons who because of their particular circumstances are vulnerable to undue influence.»
The real story: Standard of Practice 16 - 7 makes it clear that once any exclusive representation agreement has expired between you and a
client, it's completely acceptable for any
other real estate practitioner to
solicit that
client's business.
Other messages, such as those that
solicit sellers or buyers who are not presently firm
clients, are probably not covered.
In addition, even if you had exclusive agreements with these investors, because you and the
other salesperson are affiliated with the same company, your colleague may not have violated any ethics by
soliciting your
clients.
Open houses serve no purpose
other than to provide the listing broker with a free platform to
solicit buyer
clients to find
other homes.
The reasoning is that if a broker is required to share listing information through the MLS,
others should not be able to take advantage of this information to
solicit an exclusive
client for
other business purposes.
If your existing lender is losing many
clients to
other firms, they may take the initiative in
soliciting their own customers, offering an attractive rate reduction while giving up as little as possible.
Still, there is another brokerage that
solicits clients online, then refers them to
other REALTORS who have agreed to pay the brokerage a referral fee of between 25 - 50 % of their commission.
Other federal regulations protect the privacy rights of consumers, which affects our opportunities to
solicit new
clients.